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Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
1301
Van Hulzen Asset Management
California
$522K – – –
MMPW
1302
Mitchell McLeod Pugh & Williams
Alabama
$518K +$55.2K +887 +11%
PFGIA
1303
Patriot Financial Group Insurance Agency
Massachusetts
$517K +$16K +257 +3%
FCA
1304
FinTrust Capital Advisors
South Carolina
$516K -$1M -16,135 -65%
NL
1305
NVWM LLC
Pennsylvania
$516K +$809 +13 +0.1%
WWM
1306
Windsor Wealth Management
Indiana
$515K +$89.2K +1,434 +20%
RTC
1307
Riverview Trust Company
Washington
$514K – – –
Prospera Financial Services
1308
Prospera Financial Services
Texas
$511K -$995K -15,993 -65%
CPSC
1309
Carl P. Sherr & Co
Massachusetts
$511K -$343K -5,519 -39%
CWM
1310
Centric Wealth Management
Illinois
$509K -$91.9K -1,477 -15%
DP
1311
Dearborn Partners
Illinois
$507K -$81.5K -1,310 -13%
IRC
1312
Investors Research Corp
Georgia
$505K -$10.9K -175 -2%
SG
1313
StoneX Group
New York
$505K +$16.4K +264 +3%
Empirical Wealth Management
1314
Empirical Wealth Management
Washington
$502K +$83.7K +1,345 +19%
LSAG
1315
Lake Street Advisors Group
New Hampshire
$501K +$1.93K +31 +0.4%
GPA
1316
Garrison Point Advisors
California
$498K – – –
PCA
1317
Private Capital Advisors
Connecticut
$493K – – –
RI
1318
Ridgewood Investments
New Jersey
$492K +$8.21K +132 +2%
KA
1319
Kovack Advisors
Florida
$492K +$51.7K +831 +11%
AIM
1320
Alhambra Investment Management
Florida
$492K +$524K +8,423 New
TCWM
1321
Total Clarity Wealth Management
Illinois
$486K -$311 -5 -0.1%
IAM
1322
ICM Asset Management
Washington
$485K +$516K +8,300 New
JWM
1323
JGP Wealth Management
Oregon
$484K +$29.6K +475 +6%
IAIM
1324
International Assets Investment Management
Florida
$481K -$85.6K -1,375 -14%
BA
1325
Bristlecone Advisors
Washington
$481K +$276K +4,432 +117%